When loading a previously saved Service Plan, the latest version will always load (by firm, not for a specific user).
Search, load and update (without XPM)
Click on the Add Entities from Client Group field and start typing the client's group name, then select it from the list. Your Service Plan will then load as last saved (by the firm, not as a user).
Update the status, primary group email, partner, manager, or add more notes to the plan.
Once you've applied all your changes, click Save.
Search, load and update (XPM connected)
Click on the Select a Client field and start typing the client's group name, then select it from the list.
Update the status, primary group email, partner, manager, or add more notes to the plan.
Once you've applied all your changes, click Save.
Delete a saved plan
Click view all service plans or load.
Find the correct service plan and click the Bin icon located on the same row.